Managed intake and follow-up for PI clinics and law firms

In PI, whoever answers first gets the case.

The accident call comes in at 9:47 on a Saturday night. BodyGuard answers it, books the visit or the consult, keeps treatment on track, and keeps the clinic, the attorney and the client on the same page. Nobody chases anybody.

Free · 20 minutes · If we don’t find a real gap, we’ll tell you.
Nothing goes live until you approve itEvery script, message and rule, in your office’s words. Our team builds it, tests it and reviews it with you.
Built by a doctor with 25+ years in PINothing goes live until you approve itMonth-to-monthYour website is yours to buy at exit
Saturday, 9:47 PM
Illustrative flow
Accident call comes in. Office is closed.Without a system, this is a voicemail, and someone else’s patient or client by Monday.
A text goes back right away.“Sorry we missed you. We can help. Were you in an accident recently?”
Intake questions answered. Visit or consult booked.Monday, 9:00 AM. On your calendar, in your CRM, confirmed by text.
Then it stays with the case.Reminders, re-exams, attorney updates, reactivation. Most AI stops at booking. BodyGuard stays after.
Where PI cases leak

Five quiet places cases leak.

Most offices have at least three.

01
The call nobody answered.

After hours, at lunch, while the front desk is checking someone in. Accident victims call the next number.

02
The callback that came Monday.

By then they’ve signed or booked somewhere else.

03
The patient who stopped coming.

A gap in care hurts the patient, and it hurts the case.

04
The attorney who never heard back.

Clinics that don’t send updates stop getting referrals. Firms that don’t hear back stop sending them.

05
The file nobody reopened.

Old leads, unsigned callers, patients released too early. Nobody followed up.

Dr. Damon J. Stafford, D.C.
Built by someone who’s been on both sides

“I’ve treated personal-injury patients for over 25 years and worked next to PI attorneys the whole time. I watched good cases fall apart over a missed call, a skipped visit or an update nobody sent. So I built the system I wished my front desk had.”

Dr. Damon J. Stafford, D.C. · Founder, BodyGuard Health Systems
How it works

Capture. Convert. Retain. Reactivate.

One system around both ends of the case. It keeps working after the first visit and the first consult.

01
Capture

Calls, texts, chats and web forms get a response any hour, in your office’s name, covering the times your team can’t. Missed calls get a text back in seconds.

02
Convert

Intake questions asked, visit or consult booked, confirmed by text and email.

03
Retain

Reminders, no-show check-ins, re-exam prompts, and status updates for the other side of the case.

04
Reactivate

Unsigned callers, dropped patients and old leads get a respectful follow-up, plus review requests at the right moment.

See each service work

What actually happens, step by step.

Four services, four short examples. Each one shows the problem, what the system does, and what it is designed to support. Names and details are fictional. Your office approves every message before launch.

AI Phone Receptionist · bilingual intake

The phone gets answered. In English or Spanish.

The problem

Accident calls come in at lunch, after hours and while the front desk is with someone. A caller who reaches voicemail calls the next office on the list.

Saturday, 8:12 PM · office closed
Fictional example
AI receptionistThanks for calling Bayside Injury Center. I’m the virtual assistant. How can I help?
CallerHola, ¿habla español? Tuve un accidente de carro ayer.
AI receptionist ESSí, claro. Siento mucho lo del accidente. ¿Me da su nombre y un número para devolverle la llamada?
CallerMaria Lopez, 813-555-0142.
AI receptionist ESGracias, Maria. Tenemos el lunes a las 9:00 o a las 11:30. ¿Cuál prefiere?
Staff unavailable: the call summary goes to the front desk, a callback task is created, and anything urgent is flagged for a person.
What it is built to support
  • Additional call coverage after hours and when your team is busy
  • Spanish-speaking callers handled in Spanish, where configured and tested for your office
  • A clear summary and a callback task when your team is unavailable
  • It says it is an AI assistant and gives no medical or legal advice
Lead recovery & follow-up

From a missed inquiry to a booked consult.

The problem

Most lost cases are not lost on the first call. They are lost when nobody follows up, or the follow-up comes Monday.

Tuesday · missed call to booked
Fictional example
7:12 PM · Missed call from a new number
Text from your officeSorry we missed you. This is Harbor Law Group. Were you in an accident recently? Reply here and we’ll help.
LeadYes, rear-ended on I-275 this morning.
Text from your officeWe’re sorry that happened. Would a free consultation tomorrow at 10:00 or 2:00 work?
No reply by 9:00 AM · one friendly follow-up goes out
Lead2:00 works.
Consultation booked · on your calendar · reminder scheduled
What it is built to support
  • A text back within seconds of a missed call
  • Follow-up that stops the moment someone replies, books, opts out or is handed to staff
  • Booked consults and visits on your calendar, with reminders
  • Every step visible to your team
Reputation Builder

Ask every time. Answer in one place.

The problem

Happy patients and clients rarely leave a review unless someone asks at the right moment, and replies get forgotten when reviews are spread across sites.

After a completed visit
Fictional example
Text from your officeThanks for coming in today, James. If you have a minute, would you share how your visit went? [review link]
No response after 2 days · one reminder, then it stops
Text from your officeJust a quick reminder, James. Your feedback helps other people find the right care. [review link]
New review arrives · it appears in one inbox with a suggested reply your team approves before it posts
What it is built to support
  • The same request, sent to every patient or client at the right moment
  • One reminder, never a string of them
  • All your reviews in one view, with reply prompts your team approves
  • No incentives, no star ratings requested, no ranking promises
Website conversion

Visitors get an answer and a next step.

The problem

People visit at night, read a page, have one question and leave. Without an answer and an easy next step, the visit goes nowhere.

Website chat · 10:41 PM
Fictional example
VisitorDo you take patients after a car accident if I don’t have a lawyer yet?
Website assistantYes, we see accident patients with or without an attorney. Would you like to book a first visit? I can show you open times.
VisitorSure, Thursday if possible.
Website assistantThursday has 9:30 AM and 3:15 PM. Which works? I’ll text you a confirmation.
Appointment requested · confirmation sent · your team sees the full conversation
What it is built to support
  • Questions answered with your approved information
  • Visitors guided to a booking or a callback, not left on a page
  • A transcript of every conversation for your team
  • Anything it cannot answer goes to a person
We set it up for youOur team builds every workflow. You approve the wording. Nothing goes live without your yes.
See it run

A Saturday-night accident call, start to finish.

A text-back, a booked visit and an attorney update. Pick your side of the case.

Bayside Injury CenterOn Maria’s phone
Text messages
What your office sees

    Illustrative example. Names and details are fictional. Your office approves every message, and anything urgent goes to a person.

    Plans

    Start with one problem.

    Most offices start with one fix, like missed calls, reviews, follow-up or the website, and add the next piece once it’s working. The free audit tells us which one first. We’ll recommend the smallest plan that fixes what we find, or nothing at all. Month-to-month. Sign online in minutes. The 14-day start-time period begins after both payment is verified and the setup questionnaire is complete, whichever happens later.

    PILOT PRACTICE PROGRAM · 10 SPOTS ONLY
    Setup waived + 25% off your first 90 days.

    In return, we measure your results for 90 days and, with your OK, share them as a case study. Pilot practices are chosen after the free audit.

    See if you qualify
    START HERE · FREE
    Free Opportunity Leak Audit

    Finds where cases leak: a website and Google profile audit, plus an optional test call to your office.

    Request a free audit
    Essential
    CAPTURE

    Keep your current website. Add front-door support.

    $497$373/mo
    for your first 90 days, then $497/mo
    Setup $497 Waived
    You save $869
    • Website intake that asks your approved questions and routes to staff
    • Missed-call text-back
    • Online booking with text and email reminders
    • New-inquiry follow-up until booked, declined, opted out or handed to staff
    • Shared inbox and staff handoff
    • Review requests
    • Dashboard: inquiries, responses, bookings, open items
    • Add the AI Phone Receptionist for $297/mo
    • Monday morning: weekend inquiries already answered by text, booked visits on your calendar, and a short list of who needs a call back.
    Request a free audit
    Growth Pro
    CONVERT · RECOMMENDED

    Win back the people who didn’t book, didn’t show or went quiet.

    $797$598/mo
    for your first 90 days, then $797/mo
    Setup $797 Waived
    You save $1,394
    • Everything in Essential
    • AI Phone Receptionist, unlimited minutes (fair use)
    • Reputation Builder
    • Longer recovery sequences for no-shows and lost leads
    • Reactivation
    • Stage-by-stage conversion reporting
    • Monday morning: overnight calls answered and summarized, last week’s no-shows already offered new times, and new review requests sent.
    Request a free audit
    Practice OS
    OPERATE

    For large practices and groups. Everything included, scoped and quoted for your locations.

    Custom pricing
    Call for a quote built around your locations
    • Everything in Growth Pro
    • Website build included
    • Talking Website included
    • Multiple locations under one system
    • PI coordination: treatment-gap alerts, document-status tasks, authorized clinic-attorney updates
    • Source-to-booking tracking, where your systems supply the data
    • Monthly performance review and workflow tuning
    • Priority support
    • Monday morning: one view across your locations of new cases, gaps in care and attorney updates waiting for your approval.
    Call for custom pricing
    Compare plans
    What Growth Pro adds.

    Essential captures the inquiry. Growth Pro wins back the people who didn’t book, didn’t show or went quiet, and builds your reviews. Growth Pro includes the AI Phone Receptionist with unlimited minutes. On Essential it is a $297/mo add-on.

    Essential
    $497/mo
    Growth Pro
    $797/mo
    Practice OS
    Custom pricing
    Missed-call text-back✓✓✓
    Website intake and online booking with reminders✓✓✓
    New-inquiry follow-up✓✓✓
    Review requests✓✓✓
    Longer recovery for no-shows and lost leads—✓✓
    Reactivation of old leads and dropped patients—✓✓
    Reputation Builder: reviews in one view, approved repliesAdd-on✓✓
    Stage-by-stage conversion reporting—✓✓
    AI Phone ReceptionistAdd-onUnlimited*Unlimited*
    Website build and Talking Website——Included
    PI coordination and monthly performance review——✓

    *Fair use: your practice’s normal call volume. See fair use.

    What setup covers

    Intake and workflow mapping, phone and calendar configuration, your approved messages and AI knowledge, pipeline and staff routing, testing and staff training, and a launch review. Our team does all of it. Pilot practices pay no setup fee.

    Add-ons and à la carte
    Only need one thing to start?

    Start with one piece. Add more whenever you’re ready.

    AI Phone Receptionist

    Answers calls 24/7 in your office’s name, asks your intake questions and books with your team.

    $297/mo
    About 300 minutes a month, then $0.30 per minute
    Add to Essential, or get it on its own. Included in Growth Pro and Practice OS.
    Request a free audit →
    Reputation Builder

    Review requests at the right moment, your reviews in one view, and reply prompts your team approves.

    $297/mo
    Add to Essential, or get it on its own. Included in Growth Pro and Practice OS.
    Request a free audit →
    Conversion-Ready Website Build

    The site, booking widget and hosting. No AI agents or automation.

    $297/mo
    On its own or with a plan. Included in Practice OS.
    Request a free audit →

    Exit: buy your site for $1,997 flat

    Design, copy and assets are yours. Agents and widgets stop with the subscription. Price in writing on day one.

    Groups and fair use

    Multiple locations get a considerable discount for each additional practice. Book a walkthrough.

    Fair use: unlimited AI answering covers your practice’s normal call volume. If it runs far above normal, we talk with you before anything changes.

    BodyGuard works alongside your front desk through intake, follow-up and ongoing communication.

    After you start

    Nothing goes live until you approve it.

    Every script, message and rule, in your office’s words. Our team does the build, tests it, and reviews the results with you.

    First
    Tell us how your office runs

    One setup questionnaire: your hours, your intake questions, your calendar and who gets notified. Much of it comes from your audit, so there is very little back and forth.

    Then
    We build it and show you

    Our team configures every workflow for your office. You approve the wording before anything reaches a patient or a client.

    After launch
    We review it with you

    We go live together. At 30 days we sit down with you, look at what happened and adjust.

    Works with what you already have: your current website, your office phone number, your Google profile and your calendar.

    Already serving PI practices as a marketing agency, web builder or billing partner? Talk to us about partnering.

    Questions

    Before you ask.

    Does this replace my front desk?

    No. BodyGuard works alongside your team. It covers the missed calls, texts and follow-ups they cannot get to, and passes them anything that needs a person.

    Who does the setup?

    We do. You complete one setup questionnaire, our team configures the system for your office, and you approve each workflow and its wording before launch.

    When do we start?

    The 14-day start-time period begins after both payment is verified and the setup questionnaire is complete, whichever happens later.

    Do I have to replace my website or my software?

    No. Essential keeps your current website. BodyGuard works with the website, phone number and calendar you already have.

    What does it say to patients or clients?

    Only what your office approves: your intake questions, your wording, your escalation rules. It tells people it is an AI assistant, and it does not give medical or legal advice.

    Is BodyGuard HIPAA-ready?

    Healthcare clients sign a Business Associate Agreement (BAA) with BodyGuard Health Systems before any patient information is handled. Our AI assistants collect only what’s needed to book and route a visit. They don’t take clinical history, and they don’t give medical or legal advice. Ask us for our BAA during your walkthrough.

    Is there a contract?

    Plans are month-to-month, and you sign online in a few minutes. Pilot practices get the setup fee waived and 25% off their first 90 days; cancel before 90 days and the regular setup fee applies. If you leave, your website is yours to buy for a flat $1,997.

    What does the free audit cover?

    Your website and Google profile, plus a test call if you want one. It takes about 20 minutes. If we don’t find a real gap, we’ll tell you.

    Start here · free

    Find out where your cases are leaking.

    20 minutes. We go through your website and Google profile the way a new accident victim would and show you exactly where it breaks. Want your phone tested too? Tick the box and a person calls your office. No pitch if there’s nothing to fix.

    Step 1
    Request it

    Tell us about your office and your biggest concern. Two minutes.

    Step 2
    20-minute review

    We walk through calls, follow-up, booking and no-show handling together.

    Step 3
    Clear next step

    The smallest system that fixes what we found, or nothing, if you don’t need us.

    Request your Free Opportunity Leak Audit.

    Free. About 20 minutes. If we don't find a real gap, we'll tell you.

    © 2026 R3 Integrated Health Plus LLC, d/b/a BodyGuard Health Systems. All rights reserved.